What we do is about more than investing, it's about helping you build your future on your terms.
Welcome to Park Avenue Financial Advisors, where we take immense pride in building deep and meaningful relationships with our clients. As a boutique wealth management and financial consulting firm, our goal is to provide exceptional service and individual attention that distinguishes us from larger institutions. Our commitment extends far beyond traditional financial advice as we offer personalized solutions that cater to your unique needs and objectives.
Our wide range of services can be tailored to your specific needs and goals. We aim to protect and grow your existing assets while helping you prepare for a confident and independent financial future.
With over four decades of experience in the financial industry, I have developed a genuine enthusiasm for helping individuals and businesses navigate the complexities of the financial planning process. I am honored to serve our clients in pursuing their financial goals.
Our asset management strategy helps eliminate the need to focus on day-to-day market fluctuations and concentrates instead on the overall investment portfolio relative to your unique goals.
Being a female financial advisor, I'm extremely passionate about empowering women to achieve financial independence. Approaching my work with compassion, I strive to establish a personal connection with you - not just as a financial advisor, but as an advocate and friend.
Our consulting services focus on life’s expected and unexpected events. Whether you are expecting your first child, a business owner, recently lost a loved one, or approaching retirement – we have a vast amount of experience in helping you plan and implement strategies suitable for your needs and goals.
At Park Avenue Financial Advisors, we recognize the individuality and unique needs of each client while adhering to our core values. Our success in serving our beloved clients is built upon a profound understanding of our fundamental principles in the ever-changing financial world.
At our core, we prioritize your well-being and the well-being of your loved ones. We strive to gain a deeper understanding of your unique circumstances, identify your aspirations and objectives, and assess your risk tolerance. Our mission is to help you prepare for a confident and independent financial future, enabling you to make well-informed decisions and prepare for life's expected and unexpected transitions.